Baird Smallcap Value Fund Cash Position Weight
| BSVIX Fund | USD 17.03 0.27 1.61% |
Baird Smallcap Value fundamentals help investors to digest information that contributes to Baird Smallcap's financial success or failures. It also enables traders to predict the movement of Baird Mutual Fund. The fundamental analysis module provides a way to measure Baird Smallcap's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Baird Smallcap mutual fund.
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Baird Smallcap Value Mutual Fund Cash Position Weight Analysis
Baird Smallcap's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Baird Smallcap Cash Position Weight | 4.56 % |
Most of Baird Smallcap's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Baird Smallcap Value is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
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In accordance with the recently published financial statements, Baird Smallcap Value has 4.56% in Cash Position Weight. This is much higher than that of the Baird family and significantly higher than that of the Small Blend category. The cash position weight for all United States funds is notably lower than that of the firm.
Baird Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Baird Smallcap's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Baird Smallcap could also be used in its relative valuation, which is a method of valuing Baird Smallcap by comparing valuation metrics of similar companies.Baird Smallcap is second largest fund in cash position weight among similar funds.
Fund Asset Allocation for Baird Smallcap
The fund consists of 95.44% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Baird Smallcap's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Baird Fundamentals
| Price To Earning | 17.47 X | ||||
| Price To Book | 2.09 X | ||||
| Price To Sales | 1.73 X | ||||
| Total Asset | 62.25 M | ||||
| Annual Yield | 0.0001 % | ||||
| Year To Date Return | 21.31 % | ||||
| One Year Return | 34.54 % | ||||
| Three Year Return | 6.33 % | ||||
| Five Year Return | 8.72 % | ||||
| Net Asset | 62.25 M | ||||
| Minimum Initial Investment | 25 K | ||||
| Cash Position Weight | 4.56 % | ||||
| Equity Positions Weight | 95.44 % |
About Baird Smallcap Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Baird Smallcap Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Baird Smallcap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Baird Smallcap Value based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Baird Mutual Fund
Baird Smallcap financial ratios help investors to determine whether Baird Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baird with respect to the benefits of owning Baird Smallcap security.
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